Atria Wealth Solutions’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
4,622
-6,326
| -58% | -$3.34M | 0.06% | 365 |
|
|
2025
Q1 | $5.56M | Sell |
10,948
-571
| -5% | -$290K | 0.07% | 309 |
|
|
2024
Q4 | $5.74M | Buy |
11,519
+1,265
| +12% | +$630K | 0.06% | 320 |
|
|
2024
Q3 | $5.3M | Sell |
10,254
-471
| -4% | -$243K | 0.06% | 327 |
|
|
2024
Q2 | $4.78M | Sell |
10,725
-1,044
| -9% | -$466K | 0.05% | 350 |
|
|
2024
Q1 | $5.01M | Buy |
11,769
+377
| +3% | +$160K | 0.06% | 338 |
|
|
2023
Q4 | $5.02M | Buy |
11,392
+963
| +9% | +$424K | 0.06% | 306 |
|
|
2023
Q3 | $3.81M | Buy |
10,429
+574
| +6% | +$210K | 0.05% | 360 |
|
|
2023
Q2 | $3.95M | Buy |
9,855
+2,854
| +41% | +$1.14M | 0.05% | 351 |
|
|
2023
Q1 | $2.41M | Buy |
7,001
+110
| +2% | +$37.9K | 0.04% | 482 |
|
|
2022
Q4 | $2.31M | Buy |
6,891
+261
| +4% | +$87.4K | 0.04% | 461 |
|
|
2022
Q3 | $2.02M | Sell |
6,630
-1,880
| -22% | -$574K | 0.04% | 472 |
|
|
2022
Q2 | $2.87M | Buy |
8,510
+2,334
| +38% | +$787K | 0.05% | 338 |
|
|
2022
Q1 | $2.53M | Buy |
+6,176
| New | +$2.53M | 0.04% | 418 |
|